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Can you briefly describe how they are digitizing their marketing operations and the organization as a whole? : Ultimately, customers drive company change, and great companies listen to their customers. Today, customers want more control. More than half of people who can afford to hire a financial advisor cannot afford to hire a financial advisor and therefore want to manage their money themselves. Our company is working hard to respond to and satisfy our customers' requests, whether it's the kind of products they want or the way they want to interact with the company. What challenges have you faced while making this transition in your organization? First, it's hard to drive change when people feel like the company is succeeding.

By doing everything the way it's always been done. While we still had returns and a stable customer base, people saw no need to change. Eventually, people did understand the need for change. Looking to the future, they see the world and customer needs changing. However, even with this awareness, legacy systems remain and many employees still require training to learn new skills. We need to evolve and go through a revolution to get to a very different place as quickly as possible, but it's hard to Job Function Email List do that quickly in a company this big. What are some of the most successful strategies you’ve used in driving this revolution? John Hancock asked me to be a change agent about a year ago, and bringing in people with different backgrounds and a range of different skills helps to see different opportunities and figure out how to create a way forward.



We started entering the direct-to-consumer proposition space through acquisitions, which gave us a head start and brought in new technology and team members with different perspectives on the opportunity set. Get the latest from Innovation Strategy Get the latest insights on workplace strategy and execution, delivered to your inbox once a month. What is your email? Enrollment Privacy Policy How do you see the assimilation process.

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